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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-13 |
Branch Locations
811 South Market St, South Williamsport, PA 17702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens & Northern Bank | Williamsport | PA | 11/2011 | 01/2025 |
| Cetera Investment Services Llc | Williamsport | PA | 11/2011 | 03/2023 |
| Cetera Investment Advisers Llc | Williamsport | PA | 01/2014 | 03/2023 |
| Lpl Financial Llc | Williamsport | PA | 03/2023 | 02/2025 |
| Massmutual Life Insurance Co. | Williamsport | PA | 02/2025 | Present |
| Mml Investors Services Llc | Williamsport | PA | 03/2025 | Present |
1) Name: General Potter Farm, Inv Rel: Y Addr:2845 General Potter Hwy, Spring Mills PA 16875 Nature: Special event venue/VRBO home, Position:Co-owner, Start:1/1/2025, No Hr/Mo: 0 No Hr/Mo Dur Trading:0 Duties:none. 2)Name: Cole Foundation, Inv Rel: N Addr: 1001 E 2nd Street, Coudersport PA 16915, Nature: Foundation supporting UPMC Cole Hospital, Position: Board Member, Start: 1/1/2025, No Hr/Mo: 1 No Hr/Mo Dur Trading: 0 Duties: Quarterly meeting, 3) Name: Susquehanna Health Foundation, Inv Rel: N Addr: 1001Grampian Blvd, Williamsport PA 17701 Nature: Foundation supporting UPMC/Susquehanna hospital, Position: Board Member, Start: 1/1/2025, No Hr/Mo: 1 No Hr/Mo Dur Trading: 0 Duties: meeting held quarterly and support development activities at the hospital. 4) Name: The Wheel Inn, Inv Rel: N Addr: 14262 State Route 14, Roaring Branch PA 17765,Nature: Dinner/social club, Position: Board Member, Start: 1/1/2025, No Hr/Mo: 1 No Hr/Mo Dur Trading: 0 Duties: Monthly meeting reviewing activities of club. 5) Name:Williamsport/Lycoming Chamber of Commerce, Inv Rel: N Addr: 102West 4TH St, Williamsport PA 17701, Nature: Promote region economic and tourism, Position: Executive Board Member, Start: 1/1/2025, No Hr/Mo: 2 No Hr/Mo Dur Trading: 0 Duties: Twice monthly meetings, 6)Name: West Hill Cemetery Association, Inv Rel: N Addr: Germania St, Galeton PA 16922, Nature: Cemetery Association, Position: President, Start: 1/1/2025, No Hr/Mo: 0 No Hr/Mo Dur Trading: 0 Duties: My family donated the property for this a hundred years ago and I oversee upkeep with the cemetery. 7)Name: Wienken Wealth Management, Inv Rel: Y Addr: 811 Market St, S Williamsport PA 17702,Nature: Outside Insurance, Position: Agent, Start: 4/1/2025, No Hr/Mo: 1 No Hr/Mo Dur trading: 1 Duties:Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-02 |
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